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iShares Russell 2000 ETF

2,202 hedge funds and large institutions have $69.8B invested in iShares Russell 2000 ETF in 2023 Q4 according to their latest regulatory filings, with 425 funds opening new positions, 832 increasing their positions, 682 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,202
Holders Change
+294
Holders Change %
+15.41%
% of All Funds
32.28%
Holding in Top 10
213
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+26.04%
% of All Funds
3.12%
New
425
Increased
832
Reduced
682
Closed
98
Calls
$51.6B
Puts
$84.3B
Net Calls
-$32.7B
Net Calls Change
+$3.37B
Name Holding Trade Value Shares
Change
Shares
Change %
YMRC
1276
Yorktown Management & Research Company
Virginia
$803K +$803K +4,000 New
MSU
1277
Mizuho Securities USA
New York
$803K +$803K +4,000 New
HWA
1278
HCR Wealth Advisors
California
$803K +$803K +3,998 New
AFO
1279
Allie Family Office
Florida
$801K
ACM
1280
Ategra Capital Management
Virginia
$800K +$1.61K +8 +0.2%
TF
1281
Tompkins Financial
New York
$798K +$72.7K +362 +10%
WP
1282
WealthSource Partners
California
$796K -$21.1K -105 -3%
TWM
1283
Thrive Wealth Management
Pennsylvania
$794K +$135K +674 +21%
AFG
1284
Atomi Financial Group
New York
$792K +$792K +3,944 New
IP
1285
Investment Partners
Ohio
$791K -$50.6K -252 -6%
CWM
1286
Calamos Wealth Management
Illinois
$789K +$51.6K +257 +7%
JHCP
1287
Jackson Hole Capital Partners
Oklahoma
$786K +$37.9K +189 +5%
PHAM
1288
Palisades Hudson Asset Management
Florida
$784K +$602 +3 +0.1%
AGP
1289
Autumn Glory Partners
Texas
$784K +$18.3K +95 +2%
BC
1290
Burney Company
Virginia
$781K +$242K +1,208 +45%
LW
1291
Libra Wealth
California
$779K
BFA
1292
Brendel Financial Advisors
New Hampshire
$778K +$778K +3,876 New
HWA
1293
Heartwood Wealth Advisors
Virginia
$776K
SWM
1294
Segment Wealth Management
Texas
$775K +$72.1K +359 +10%
CG
1295
Cynosure Group
Utah
$774K +$2.41K +12 +0.3%
WPP
1296
Whalerock Point Partners
Rhode Island
$773K -$101K -502 -12%
FL
1297
FreeGulliver LLC
Louisiana
$772K +$772K +3,845 New
DAM
1298
Deepwater Asset Management
Minnesota
$772K
CRWM
1299
Castle Rock Wealth Management
California
$771K +$771K +3,996 New
EK
1300
Evensky & Katz
Florida
$770K -$16.1K -80 -2%